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AbbVie

3,380 hedge funds and large institutions have $228B invested in AbbVie in 2024 Q1 according to their latest regulatory filings, with 221 funds opening new positions, 1,333 increasing their positions, 1,491 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 221 | Existing positions closed: 115

29% more call options, than puts

Call options by funds: $3.29B | Put options by funds: $2.55B

15% more capital invested

Capital invested by funds: $198B → $228B (+$30.3B)

11% more funds holding in top 10

Funds holding in top 10: 202224 (+22)

2% more funds holding

Funds holding: 3,3223,380 (+58)

1.24% less ownership

Funds ownership: 72.3%71.06% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 1,333 | Existing positions reduced: 1,491

Holders
3,380
Holders Change
+58
Holders Change %
+1.75%
% of All Funds
48.68%
Holding in Top 10
224
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.89%
% of All Funds
3.23%
New
221
Increased
1,333
Reduced
1,491
Closed
115
Calls
$3.29B
Puts
$2.55B
Net Calls
+$735M
Net Calls Change
-$1.34B
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1926
EPG Wealth Management
Georgia
$1.32M -$5.51K -32 -0.4%
MTIC
1927
Missouri Trust & Investment Company
Missouri
$1.32M +$87.5K +508 +8%
BCP
1928
Berkeley Capital Partners
Georgia
$1.32M -$33.3K -193 -3%
FPB
1929
First PREMIER Bank
South Dakota
$1.31M +$10.3K +60 +0.8%
SAM
1930
Steinberg Asset Management
New York
$1.31M
FNBOO
1931
First National Bank of Omaha
Nebraska
$1.31M -$358K -2,080 -25%
BCM
1932
Boltwood Capital Management
California
$1.31M -$47.2K -274 -4%
DA
1933
Drake & Associates
Wisconsin
$1.31M
AT
1934
American Trust
Kentucky
$1.3M +$61.5K +357 +5%
ECM
1935
Elgethun Capital Management
South Dakota
$1.3M +$3.45K +20 +0.3%
SWA
1936
SFMG Wealth Advisors
Texas
$1.3M -$67.6K -392 -5%
BIP
1937
Blueprint Investment Partners
North Carolina
$1.29M +$494K +2,868 +68%
TL
1938
Tradewinds LLC
North Carolina
$1.29M +$1.22M +7,078 New
BW
1939
Basepoint Wealth
Iowa
$1.29M +$8.79K +51 +0.7%
LWM
1940
LongView Wealth Management
Georgia
$1.28M -$114K -660 -9%
APW
1941
Acima Private Wealth
Virginia
$1.28M
CIG
1942
Cascade Investment Group
Colorado
$1.28M +$34.6K +201 +3%
WPC
1943
Waters Parkerson & Co
Louisiana
$1.28M -$4.83K -28 -0.4%
ACM
1944
Ategra Capital Management
Virginia
$1.27M
CFC
1945
Coyle Financial Counsel
Illinois
$1.27M
VCM
1946
Vivaldi Capital Management
Illinois
$1.27M -$323K -1,876 -19%
MIS
1947
Morningstar Investment Services
Illinois
$1.27M -$632K -3,669 -34%
FFG
1948
Fortem Financial Group
California
$1.27M +$186K +1,078 +18%
ONST
1949
Old North State Trust
North Carolina
$1.27M +$1.2M +6,951 New
CFO
1950
Collective Family Office
Pennsylvania
$1.27M -$30K -174 -2%

ABBV Hedge Fund Activity: Q1 2024 in Review

3,380 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2024, worth a combined $228B — up 15% from $198B a quarter earlier.

Buyers outnumbered sellers: 221 funds opened new ABBV positions and 115 closed out — a net gain of 106 holders — while 1,333 added to existing stakes and 1,491 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.72B. The largest seller was Morgan Stanley, cutting an estimated $5.68B.

  • 3,380 institutional investors held AbbVie (ABBV) as of Q1 2024, up from 3,322 in Q4 2023.
  • Funds reported $228B of AbbVie stock for Q1 2024, up 15% quarter-over-quarter.
  • 221 funds opened new AbbVie positions in Q1 2024 and 115 closed out, a net change of +106 holders.
  • The largest AbbVie buyer in Q1 2024 was Vanguard Group, an estimated $1.72B added.
  • The largest AbbVie seller in Q1 2024 was Morgan Stanley, an estimated $5.68B sold.

Based on aggregated 13F filings for Q1 2024.